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Forms and Publications 

Bellow you will find links to the most common forms requested for tax purposes. For a more complete list of forms, please visit the IRS or Franchise Tax Board Sites Below. 

W4 Employee's Withholding Allowance Certificate

 

Click to download a PDF copy for your employees to update payroll information. 

 

If you are an employee you can  use this form to update your exemptions (dependents) on line 5. This form can also be used to make any changes in name, address, or filing status (single, married, etc) or request an exemption from taxes withholding.

 

 * Please see instructions for exemption qualifications. 

 

 

 

W9 - Request for Taxpayer Identification Number and Certification

 

Click to download a PDF copy and use it request taxpayer identification from an independent contractor. This form can also be used to update any changes in name, address, tax classification (sole proprietor, Corp, etc) or exemptions 

8822 IRS Change of Address Form

 

Did you move? Be sure to file form 8822 with the IRS to let them know. This will prevent any notices, or worst yet, a refund check from being sent to the wrong address. Simply enter your old address, your new address, personal info and sign. If you remain in California, send form to the following address: 

 

Department of the Treasury

Internal Revenue Service

Fresno, CA 93888-0023

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